First Trust Advisors’s Simulations Plus SLP Stock Holding History

First Trust Advisors’s Portfolio SLP Stock Details SLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$192K	Sell	16,207 -2,587	-14%	-$38.1K	﹤0.01%	2549
2025 Q4	$343K	Buy	18,794 +7,738	+70%	+$136K	﹤0.01%	2426
2025 Q3	$167K	Buy	+11,056	New	+$161K	﹤0.01%	2525
2025 Q1	–	Sell	-9,393	Closed	-$262K	–	2616
2024 Q4	$262K	Buy	9,393 +3,015	+47%	+$91.8K	﹤0.01%	2413
2024 Q3	$204K	Buy	+6,378	New	+$236K	﹤0.01%	2311
2023 Q2	–	Sell	-11,663	Closed	-$512K	–	2441
2023 Q1	$512K	Sell	11,663 -34,911	-75%	-$1.4M	﹤0.01%	2131
2022 Q4	$1.7M	Buy	+46,574	New	+$1.96M	﹤0.01%	1766
2022 Q2	–	Sell	-4,505	Closed	-$230K	–	2595
2022 Q1	$230K	Buy	+4,505	New	+$193K	﹤0.01%	2440
2021 Q4	–	Sell	-6,096	Closed	-$241K	–	2586
2021 Q3	$241K	Buy	+6,096	New	+$278K	﹤0.01%	2416
2021 Q2	–	Sell	-23,432	Closed	-$1.48M	–	2544
2021 Q1	$1.48M	Sell	23,432 -15,360	-40%	-$1.13M	﹤0.01%	1840
2020 Q4	$2.79M	Buy	+38,792	New	+$2.57M	﹤0.01%	1407

Other funds holding SLP

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return

MIM

Meros Investment Management Dallas, Texas $231M AUM 35.94% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

First Trust Advisors's SLP Position: Q1 2026 in Review

First Trust Advisors reduced its Simulations Plus (SLP) stake by 14% in Q1 2026, selling an estimated $38.1K and leaving 16,207 shares worth $192K. The position accounts for ﹤0.01% of the portfolio, ranked #2549.

First Trust Advisors first reported a position in SLP in Q4 2020 and has held it in 11 quarters since. The position peaked at $2.79M in Q4 2020. 160 funds tracked by Wall St. Rank hold SLP as of Q1 2026.

First Trust Advisors held 16,207 shares of Simulations Plus worth $192K as of Q1 2026.
First Trust Advisors sold 2,587 Simulations Plus shares in Q1 2026, an estimated $38.1K.
Simulations Plus made up ﹤0.01% of First Trust Advisors's portfolio in Q1 2026, its #2549 holding.
First Trust Advisors first reported a position in Simulations Plus in Q4 2020 and has held it in 11 quarters since.
First Trust Advisors's Simulations Plus position peaked at $2.79M in Q4 2020.
160 funds tracked by Wall St. Rank held Simulations Plus as of Q1 2026.

Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.